Fund HoldingsDrexel Morgan & Co.

Total Portfolio Value
$432.66M
Total Bought
$47.63M
Total Sold
$16.16M
Net Transaction
+$31.48M
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
CLEVELAND-CLIFFS INC(CLF)2,995,2102,990,400-4,81046,81561,06414.11%+14,249
AT&T INC(T)5,118,8845,119,460+57676,88685,90519.85%+9,019
AMERICAN EXPRESS CO(AXP)35,91870,918+35,0005,35913,2863.07%+7,927
WARNER BROS DISCOVERY INC(WBD)2,028,4592,328,218+299,75922,02926,4956.12%+4,466
DEERE & CO.(DE)16,06526,086+10,0216,06310,4312.41%+4,368
CATERPILLAR INC(CAT)17,74627,746+10,0004,8458,2041.90%+3,359
INTERNATIONAL BUSINESS MACHINES(IBM)139,735139,735019,60522,8545.28%+3,249
J.P. MORGAN CHASE & CO(JPM)112,950113,464+51416,38019,3004.46%+2,920
EXXON MOBIL CORP37,93068,600+30,6704,4606,8591.59%+2,399
WASHINGTON TR BANCORP INC136,123167,123+31,0003,5845,4111.25%+1,827
MICROSOFT CORP(MSFT)30,06930,019-509,49411,2882.61%+1,794
COCA-COLA CO(KO)455,751456,211+46025,51326,8856.21%+1,372
3M COMPANY(MMM)11,96121,122+9,1611,1202,3090.53%+1,189
FORD MOTOR CO(F)1,000,0001,100,000+100,00012,42013,4093.10%+989
APPLE INC(AAPL)43,78143,952+1717,4968,4621.96%+966
CVS HEALTH CORPORATION(CVS)100,000100,100+1006,9827,9041.83%+922
UNION PACIFIC CORP(UNP)17,70317,70303,6054,3481.00%+743
SPDR TR UNIT SER 1(SPY)9,96610,191+2254,2604,8441.12%+584
ISHARES TR02,866+2,86605750.13%+575
ABBOTT LABS32,92433,277+3533,1893,6630.85%+474
MCDONALDS CORP(MCD)11,95312,016+633,1493,5630.82%+414
MERCK & CO(MRK)26,59828,879+2,2812,7383,1480.73%+410
ISHARES TR01,413+1,41303920.09%+392
INVESCO QQQ TRUST SERIES 16,9006,90002,4722,8260.65%+354
COLGATE-PALMOLIVE CO(CL)28,82028,82002,0492,2970.53%+248
BERKSHIRE HATHAWAY INC DEL CL B0693+69302470.06%+247
JOHNSON & JOHNSON(JNJ)215,997216,097+10033,64233,8717.83%+230
ISHARES TR
CORE MSCI EAFE
03,110+3,11002190.05%+219
RAYTHEON TECHNOLOGIES CORP(RTX)17,66317,66301,2711,4860.34%+215
LILLY, ELI & COMPANY(LLY)2,0002,134+1341,0741,2440.29%+170
DISNEY WALT PRODUCTIONS(DIS)16,58616,58601,3441,4980.35%+153
KYNDRYL HOLDINGS INC(KD)25,98425,98403925400.12%+148
HOME DEPOT INC(HD)3,4003,300-1001,0271,1440.26%+116
MEDTRONIC PLC(MDT)21,32621,32601,6711,7570.41%+86
SPDR DOW JONES INDUSTRIAL AVERAGE ETF(DIA)2,0002,00006707540.17%+84
WELLS FARGO CO(WFC)6,7476,74702763320.08%+56
SHELL PLC - ADR(SHEL)38,54438,54402,4812,5360.59%+55
ABBVIE INC.(ABBV)1,3501,609+2592012490.06%+48
SPDR FINANCIAL SELECT
ST STR FINL ETF
10,00010,00003323760.09%+44
OTIS WORLDWIDE CORP(OTIS)4,2884,28803443840.09%+39
DUPONT DE NEMOURS INC(DD)15,19415,19401,1331,1690.27%+36
PROCTER & GAMBLE(PG)29,23629,325+894,2644,2970.99%+33
EMERSON ELECTRIC CO(EMR)29,48929,48902,8482,8700.66%+22
CARRIER GLOBAL CORP(CARR)8,5788,57804744930.11%+19
PEPSICO INC(PEP)2,5002,600+1004244420.10%+18
LOWES COS INC(LOW)1,0001,00002082230.05%+15
AMGEN INC(AMGN)75075002022160.05%+14
NOVARTIS AG - ADR(NVS)9,7209,72009909810.23%-9
UNILEVER PLC SPONSORED ADR(UL)31,37231,722+3501,5501,5380.36%-12
CHEVRON CORPORATION(CVX)2,5002,50004223730.09%-49
SCHLUMBERGER(SLB)339,412340,152+74019,78817,7024.09%-2,086
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